Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > wilton > AIS CAPITAL MANAGEMENT L.P.
AIS CAPITAL MANAGEMENT L.P.
187 Danbury Rd
First Floor
Wilton, Connecticut 06897-0806
Tel: 203-563-1180
About AIS CAPITAL MANAGEMENT L.P.
AIS CAPITAL MANAGEMENT LP, formally registered with the SEC as AIS CAPITAL MANAGEMENT LP. The firm was established in 02/08/1993. They have over 2 offices throughout the country.
AIS CAPITAL MANAGEMENT L.P. is a Wilton, Connecticut based Financial Planning firm with nearly $183,200,897 assets under management, offering retirement planning & investment advisory services to 44 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107971 |
| SEC# | 801-43295 |
| Assets Managed by Firm | $183,200,897 |
| No. of Clients | 44 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 44 | $183,200,897 |
| Individuals (other than high net worth individuals) | 1 | $266,903 |
| High net worth individuals | 38 | $87,455,085 |
More Retirement Planning firms in Wilton, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Wilton, Connecticut